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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| TN | RA | APPROVED | 2022-01-14 |
Branch Locations
1550 West Mcewen Drive Suite 450, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cleveland State University | Cleveland | OH | 08/2014 | 05/2017 |
| Arms Trucking Co. | Clairdon | OH | 04/2016 | 08/2017 |
| Tennessee Titans | Nashville | TN | 08/2017 | 12/2018 |
| Belle Meade Country Club | Nashville | TN | 08/2017 | 12/2018 |
| Belmont University | Nashville | TN | 01/2018 | 04/2019 |
| Hilliard Lyons | Nashville | TN | 04/2019 | 10/2019 |
| Robert W. Baird & Co. Incorporated | Nashville | TN | 10/2019 | 01/2022 |
| Raymond James & Associates, Inc. | Franklin | TN | 01/2022 | Present |
(1)Name of Business: Exit Planning Institute Address: 1Club Drive, Nashville, TN, 37215, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 04/14/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Event Coordinator. I will assist in reserving event space once we have head count in how many people are attending.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-14 |
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